Documents

• Using Documents
  • How do I upload a document without using Smart Upload?
  • How do I view the list of documents?
  • How do I delete a document?
  • How do I convert a document from a minor version to a major version?
  • How do I publish a document?
  • How do I view properties of a document or a folder?
  • How do I upload a newer version of a document?
  • How do I override an existing Filename?
  • How do I attach a review sheeet to a mail?
• Check In, Check Out Documents
  • How do I check in a document?
  • How do I check out a document?
• Smart Upload
  • How do I use Smart Upload to upload multiple documents?
• Mailed Documents
  • What are mailed documents?
  • How do I attach documents to a mail?
  • How do I view documents attached to mails?
  • How do I attach supplementary documents to a mail that are not part of the review or approval process?
• Structured File Naming
  • What are structured file names?
  • How do I use strcutured filenames when uploading a document?
  • How do I edit file information after it's been uploaded?
  • How do I retain filenames when I upload files to Fulcrum?